1 Overview

Customer Data
Management Offering: Overview

Using the Customer Data Management business
process area, your enterprise can review and define the set up for
managing customer information and other business relationships, and
define the setup configuration and tasks related to customer data
management hub deployment.

Before you begin, use the Getting Started page in
the Setup and Maintenance work area to access reports for each offering,
including full lists of setup tasks, descriptions of the options and
features you can select when you configure the offering, and lists
of business objects and enterprise applications associated with the
offering.

The first implementation step is to configure the
offerings in the Setup and Maintenance work area by selecting the
offerings and options that you want to make available to implement.
For the Customer Data Management offering, you can select the following
options:

Data Quality

Data Quality Matching

Data Quality Cleansing

Customer Hub

Customer Data Management Business
Intelligence Analytics

Next, create one or more implementation projects for
the offerings and options that you want to implement first, which
generates task lists for each project. The application implementation
manager can customize the task list and assign and track each task.

If you select all of the options, the generated task
list for this offering contains the following groups of tasks:

The Setup and Maintenance work area offers
you the following benefits:

Prepackaged lists of implementation
tasks

Task lists can be easily configured and extended
to better fit with business requirements. Auto-generated, sequential
task lists include prerequisites and address dependencies to give
full visibility to end-to-end setup requirements of Oracle Fusion
applications.

Rapid start

Specific
implementations can become templates to facilitate reuse and rapid-start
of consistent Oracle Fusion applications setup across many instances.

Comprehensive reporting

A set of built-in reports helps to analyze, validate
and audit configurations, implementations, and setup data of Oracle
Fusion applications.

Enter setup data through easy-to-use
user interfaces available directly from the task lists.

Export and import data from one instance
to another for rapid setup.

Validate setup by reviewing setup
data reports.

Implement all Oracle Fusion applications
through a standard and consistent process.

Implementation
Projects: Explained

An implementation project is the list of setup
tasks you need to complete to implement selected offerings and options.
You create a project by selecting the offerings and options you want
to implement together. You manage the project as a unit throughout
the implementation lifecycle. You can assign these tasks to users
and track their completion using the included project management tools.

Maintaining Setup Data

You can also create an implementation project to maintain
the setup of specific business processes and activities. In this case,
you select specific setup task lists and tasks

Exporting and Importing

Implementation projects are also the foundation for
setup export and import. You use them to identify which business objects,
and consequently setup data, you will export or import and in which
order.

Selecting Offerings

When creating an implementation project you see the
list of offerings and options that are configured for implementation.
Implementation managers specify which of those offerings and options
to include in an implementation project. There are no hard and fast
rules for how many offerings you should include in one implementation
project. The implementation manager should decide based on how they
plan to manage their implementations. For example, if you will implement
and deploy different offerings at different times, then having separate
implementation projects will make it easier to manage the implementation
life cycles. Furthermore, the more offerings you included in an implementation
project, the bigger the generated task list will be. This is because
the implementation task list includes all setup tasks needed to implement
all included offerings. Alternatively, segmenting into multiple implementation
projects makes the process easier to manage.

Offerings: Explained

Offerings are application solution sets representing
one or more business processes and activities that you typically provision
and implement as a unit. They are, therefore, the primary drivers
of functional setup of Oracle Fusion applications. Some of the examples
of offerings are Financials, Procurement, Sales, Marketing, Order
Orchestration, and Workforce Deployment. An offering may have one
or more options or feature choices.

Implementation Task Lists

The configuration of the offerings will determine
how the list of setup tasks is generated during the implementation
phase. Only the setup tasks needed to implement the selected offerings,
options and features will be included in the task list, giving you
a targeted, clutter-free task list necessary to meet your implementation
requirements.

Enabling Offerings

Offerings and their options are presented in an expandable
and collapsible hierarchy to facilitate progressive decision making
when specifying whether or not an enterprise plans to implement them.
An offering or its options can either be selected or not be selected
for implementation. Implementation managers decide which offerings
to enable.

Provisioning Offerings

The Provisioned column on the Configure Offerings
page shows whether or not an offering is provisioned. While you are
not prevented from configuring offerings that have not been provisioned,
ultimately the users are not able to perform the tasks needed to enter
setup data for those offerings until appropriate enterprise applications
(Java EE applications) are provisioned and their location (end point
URLs) is registered.

Options: Explained

Each offering in general includes a set of
standard functionality and a set of optional modules, which are called
options. For example, in addition to standard Opportunity Management,
the Sales offering includes optional functionality such as Sales Catalog,
Sales Forecasting, Sales Prediction Engine, and Outlook Integration.
These optional functions may not be relevant to all application implementations.
Because these are subprocesses within an offering, you do not always
implement options that are not core to the standard transactions of
the offering.

Feature Choices: Explained

Offerings include optional or alternative
business rules or processes called feature choices. You make feature
selections according to your business requirements to get the best
fit with the offering. If the selected offerings and options have
dependent features then those features are applicable when you implement
the corresponding offering or option. In general, the features are
set with a default configuration based on their typical usage in most
implementations. However, you should always review the available feature
choices for their selected offerings and options and configure them
as appropriate for the implementation.

You can configure feature choices in three different
ways:

Yes or No

If a feature can either be applicable or not be applicable
to an implementation, a single checkbox is presented for selection.
Check or uncheck to specify yes or no respectively.

Single Select

If a feature has multiple choices but only one can
be applicable to an implementation, multiple choices are presented
as radio buttons. You can turn on only one of those choices.

Multi-Select

If the feature has multiple choices but one or more
can be applicable to an implementation then all choices are presented
with a checkbox. Select all that apply by checking the appropriate
choices.